Sean Moore
Moore Wealth · Frederick, Maryland
Sean Moore is a fee-only financial advisor at Moore Wealth in Frederick, Maryland, who holds the CFP credential. Moore Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Pre-retirees
- Retirees
Facts
| Firm | Moore Wealth |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $156.9M across 563 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5894573 |
| Exams passed | Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | moorewealthinc.com |
| Profile |
How Sean's firm compares
- Moore Wealth's average account is about $279,000, from its Form ADV (assets managed divided by 563 accounts).
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Questions about Sean
Is Sean Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Moore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Moore Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Moore based?
Sean Moore is based in Frederick, Maryland.
What credentials does Sean Moore hold?
Sean Moore holds the CFP credential.
Is Sean Moore registered with the SEC?
Yes. Sean Moore is registered as an investment adviser representative in MD and TX (CRD 5894573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moore Wealth manage?
Moore Wealth reports $156.9M across 563 accounts in assets under management.
How do I contact Sean Moore?
Through Sean's website, moorewealthinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Moore Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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